Get Asb Kiwisaver

Filling out the ASB KiwiSaver transfer application form is an essential step for users who have permanently moved to Australia and wish to transfer their investment to an Australian superannuation fund. This guide will provide clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your application with ease.

1. Press the ‘Get Form’ button to download the application form and open it in your preferred editor.
2. In section 1, enter your personal details, including your title, first names, surname, date of birth, and contact information. Ensure that you provide your ASB KiwiSaver Scheme member number, if known.
3. Proceed to section 2 to fill out your tax details. Select your prescribed investor rate (PIR) by ticking the appropriate box and provide your IRD number. If you have an Australian tax file number, include that as well.
4. In section 3, indicate that you have permanently moved to Australia and provide the date you left New Zealand.
5. Skip to section 4, where your Australian complying superannuation fund provider will complete the details of their fund, including their name and contact information.
6. Gather the mandatory evidence required in section 5, including certified true copies of your passport and proofs of both your permanent move from New Zealand and your current residence in Australia.
7. Review and sign section 6, acknowledging the terms of your transfer application. Make sure to date your signature.
8. Finally, assemble your completed form along with the Permanent Emigration Statutory Declaration and evidence of permanent emigration. Send these documents to the address provided at the end of the form.

Complete your application online today for a smooth transfer of your ASB KiwiSaver investment.